Anic Equity¶
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Total return since start: 0.551 %¶
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Equity now: -----------------------------> 47388.74 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45990.75 Kr¶
PnL: ---------------------------------------> -897.82 Kr¶
DD now: ---------------------------------> -2.552 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 10:56:01.282687'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 0.640000 | 3130.000000 | 203.000000 | 6.940000 | 2927.000000 |
| HEBA B | 70 | -0.130000 | 2768.500000 | 132.500000 | 5.030000 | 2636.000010 |
| HMS Networks | 2 | -1.160000 | 781.600000 | 108.600000 | 16.140000 | 673.000000 |
| SAAB B | 8 | 0.120000 | 3447.200000 | 70.200000 | 2.080000 | 3377.000000 |
| Nordea Bank Abp | 29 | 0.480000 | 3500.300000 | 46.300000 | 1.340000 | 3453.999992 |
| MedCap | 2 | 0.000000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.510000 | 391.800000 | 36.800000 | 10.370000 | 355.000000 |
| Intrum | 4 | 1.800000 | 554.600000 | 27.600000 | 5.240000 | 527.000000 |
| Resurs Holding | 22 | 1.150000 | 600.600000 | 26.600000 | 4.630000 | 573.999998 |
| Corem Property Group B | 59 | 0.300000 | 600.620000 | 23.620000 | 4.090000 | 576.999999 |
| Boozt | 12 | 0.290000 | 1676.400000 | 22.400000 | 1.350000 | 1653.999996 |
| AcadeMedia | 12 | -0.870000 | 573.600000 | 16.600000 | 2.980000 | 557.000004 |
| Norva24 Group | 16 | 0.870000 | 558.720000 | 15.720000 | 2.900000 | 543.000000 |
| Eastnine | 4 | 0.480000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Swedbank A | 3 | 0.520000 | 578.850000 | 14.850000 | 2.630000 | 564.000000 |
| OEM International B | 7 | -0.640000 | 542.500000 | 14.500000 | 2.750000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 575.400000 | 13.400000 | 2.380000 | 562.000005 |
| Securitas B | 6 | 1.210000 | 583.080000 | 13.080000 | 2.290000 | 570.000000 |
| Creaspac SPAC | 6 | 0.520000 | 583.800000 | 6.800000 | 1.180000 | 577.000002 |
| Karnov Group | 9 | 0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.560000 | 250.560000 | 4.560000 | 1.850000 | 246.000000 |
| Coor Service Management Hold. | 8 | -0.150000 | 534.800000 | 2.800000 | 0.530000 | 532.000000 |
| Handelsbanken A | 5 | 0.190000 | 541.000000 | -5.000000 | -0.920000 | 546.000000 |
| Midsona B | 63 | 0.220000 | 569.520000 | -13.480000 | -2.310000 | 582.999984 |
| International Petroleum Corp. | 5 | 3.990000 | 574.000000 | -20.570000 | -3.460000 | 594.565215 |
| Essity B | 2 | 0.150000 | 550.000000 | -24.000000 | -4.180000 | 574.000000 |
| CTEK | 13 | -4.460000 | 507.000000 | -27.000000 | -5.060000 | 533.999999 |
| Essity A | 4 | 0.360000 | 1102.000000 | -47.000000 | -4.090000 | 1149.000000 |
| Vivesto | 1368 | -1.230000 | 547.200000 | -65.800000 | -10.730000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.280000 | 3769.500000 | -80.500000 | -2.090000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.550000 | 3668.000000 | -143.000000 | -3.750000 | 3810.999990 |
| Beijer Electronics Group | 26 | -2.040000 | 2745.600000 | -225.400000 | -7.590000 | 2971.000006 |
| OX2 | 18 | 0.250000 | 1422.000000 | -242.000000 | -14.540000 | 1663.999992 |
| Axfood | 13 | 0.190000 | 3474.900000 | -281.100000 | -7.480000 | 3756.000001 |
| Ovzon | 52 | 0.000000 | 2776.800000 | -585.200000 | -17.410000 | 3361.999992 |
| TOTAL | 45990.750000 | -897.820000 | -2.55224% | 46888.564618 |
Updated:¶
'2023-01-27 10:56:14.713593'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
